Plan Ledger DOL Form 5500 · updated monthly

OM1, Inc.Profit-sharing plan

OM1, INC. 401(K) PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.51%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

OM1, Inc. reported $65,367 in plan administrative expenses for 2025: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,257 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.66% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (1,662nd of 2,726), and 1,322nd of 2,199 in information & media. In 2025, employees put in $4.15 for every $1.00 the employer contributed; active participation has shrunk from 165 to 63 since 2022.

Plan summary
Net assets, end of year$12,912,685
Participants with balances146
Active participants63
Employer contributions$331,197
Employee contributions$1,374,355
Employer contribution per active participant$5,257
Average account balance$88,443
Benefits paid to participants$3,513,588
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.9M · 146 accts · $331K emplr
2024$12.6M · 187 accts · $503K emplr
2023$9.9M · 191 accts · $519K emplr
2022$7.4M · 203 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$57,642
Total administrative$65,367
Employer contributions to the OM1, Inc. plan · 2025
Employer contribution per active participant$5,257
Median for plans this size$2,666
2025$5,257 per active participant
2024$4,370 per active participant
2023$3,504 per active participant

OM1, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$43,155
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,086
THE MANDMARBLESTONE GROUP LLC · Contract administrator · Other services$4,125
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$65,367 · 0.51%
2024$73,867 · 0.66%
2023$57,170 · 0.66%
2022Not separately reported
All plans at this employer2
OM1, INC. 401(K) PLAN401(k)
OM1, INC. 401(K) PLANProfit-sharing plan
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 810863129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.